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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,000 | $67,340+78.2% | $60,888+97.1% | $134,493-10.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -39.70% | 49.97%-89.7pp | 16.91%-56.6pp | 418.01%-457.7pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,702-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $4,538-100.0% | $3,817-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $4,583-100.0% | $3,225-100.0% | $11,425-100.0% |